Nuveen S&P 500 Dynam OverwrXSSPX
13F holders, Q4 2024 (December 31)49holders −1
3new positions
6sold out
$17.75avg. 13F price*
At the end of Q4 2024, 49 institutions reported holding Nuveen S&P 500 Dynam Overwr (XSSPX) in their 13F filings, down 1 from Q3 2024. 3 opened new positions and 6 sold out. The largest holders were Wells Fargo & Company ($9.6M), UBS Group AG ($7.9M) and Raymond James Financial Inc. ($5.9M).
- Company
- Nuveen S&P 500 Dynam Overwr
- CUSIP
- 6706EW100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $510K |
| Exits | 6 | $2.3M |
All 13F filers, Q3 2024 → Q4 2024: 157,220 shares bought and 321,274 shares sold, net −164,054 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 49 holders
| Wells Fargo & Company | 0.00% | Reduce -2.9% | 542,670 | $9.6M |
| UBS Group AG | 0.00% | Add +3.2% | 446,807 | $7.9M |
| Raymond James Financial Inc. | 0.00% | — | 334,202 | $5.9M |
| Invesco Ltd. | 0.00% | Add +21.8% | 300,573 | $5.3M |
| Guggenheim Capital LLC | 0.04% | Add +3.8% | 298,075 | $5.3M |
| Shaker Financial Services, LLC | 1.67% | Add +3.2% | 245,444 | $4.4M |
| Atria Wealth Solutions, Inc. | 0.05% | Reduce -0.3% | 235,474 | $4.2M |
| Morgan Stanley | 0.00% | Add +6.2% | 217,818 | $3.9M |
| 1607 Capital Partners, LLC | 0.30% | Reduce -23.8% | 208,686 | $3.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +3.9% | 141,254 | $2.5M |
| LPL Financial LLC | 0.00% | Add +12.1% | 136,117 | $2.4M |
| Bank of America Corp. | 0.00% | Add +0.5% | 67,101 | $1.2M |
| Royal Bank of Canada | 0.00% | Reduce -0.8% | 66,178 | $1.2M |
| Advisors Asset Management, Inc. | 0.02% | Reduce -1.9% | 62,485 | $1.1M |
| DAVENPORT & Co LLC | 0.01% | Reduce -2.1% | 57,310 | $1.0M |
| Shulman DeMeo Asset Management LLC | 0.23% | Reduce -0.1% | 47,082 | $836K |
| Private Advisor Group, LLC | 0.00% | Reduce -9.4% | 43,296 | $769K |
| Tyche Wealth Partners LLC | 0.16% | Reduce -3.4% | 43,173 | $766K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.0% | 41,598 | $738K |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.4% | 40,018 | $710K |
| Fortem Financial Group, LLC | 0.26% | No change | 38,004 | $675K |
| Commonwealth Equity Services, LLC | 0.00% | Add +12.3% | 27,737 | $492K |
| GPS Wealth Strategies Group, LLC | 0.06% | No change | 26,090 | $463K |
| Cornerstone Advisors, LLC | 0.02% | Reduce -78.7% | 23,140 | $411K |
| Cetera Investment Advisers | 0.00% | Add +25.4% | 20,637 | $366K |
| Truist Financial Corp. | 0.00% | Reduce -0.5% | 17,904 | $318K |
| Independent Advisor Alliance | 0.00% | New | 17,750 | $315K |
| Sheaff Brock Investment Advisors, LLC | 0.03% | Reduce -2.7% | 17,734 | $315K |
| Diversify Advisory Services, LLC | 0.02% | No change | 16,469 | $283K |
| Prospera Financial Services Inc | 0.01% | Reduce -9.2% | 14,400 | $256K |
| Aviance Capital Partners, LLC | 0.03% | Add +1.3% | 12,411 | $220K |
| Bank of Montreal | 0.00% | No change | 12,400 | $220K |
| Aptus Capital Advisors, LLC | 0.00% | New | 10,585 | $188K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.9% | 5,984 | $106K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 5,475 | $97K |
| NewEdge Advisors, LLC | 0.00% | No change | 2,643 | $47K |
| South Plains Financial, Inc. | 0.03% | — | 2,500 | $44K |
| North Star Investment Management Corp. | 0.00% | No change | 2,000 | $36K |
| Larson Financial Group LLC | 0.00% | No change | 1,800 | $32K |
| JPMorgan Chase & Co. | 0.00% | Add +29533.3% | 1,778 | $32K |
| Allworth Financial LP | 0.00% | No change | 1,342 | $24K |
| IFP Advisors, Inc | 0.00% | No change | 1,000 | $18K |
| Comerica Bank | 0.00% | Reduce -48.2% | 1,000 | $18K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,000 | $18K |
| Transce3nd, LLC | 0.00% | — | 382 | $7K |
| St Germain D J Co. Inc. | 0.00% | New | 375 | $7K |
| Kentucky Trust Co | 0.00% | — | 240 | $4K |
| Geneos Wealth Management Inc. | 0.00% | No change | 172 | $3K |
| Park Square Financial Group, LLC | 0.00% | — | 159 | $3K |
"% of holder's portfolio" is XSSPX's weight in each manager's 13F, not the share of Nuveen S&P 500 Dynam Overwr the manager owns.